SWA

Sutton Wealth Advisors’s Valero Energy VLO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$29.8K	Buy	210 +10	+5%	+$1.42K	0.01%	296
2023 Q2	$23.5K	Sell	200 -265	-57%	-$31.1K	0.01%	331
2023 Q1	$64.9K	Sell	465 -3,020	-87%	-$422K	0.03%	187
2022 Q4	$442K	Hold	3,485	–	–	0.17%	95
2022 Q3	$372K	Buy	3,485 +5	+0.1%	+$534	0.15%	99
2022 Q2	$370K	Hold	3,480	–	–	0.15%	108
2022 Q1	$353K	Buy	3,480 +12	+0.3%	+$1.22K	0.12%	121
2021 Q4	$260K	Hold	3,468	–	–	0.09%	155
2021 Q3	$245K	Sell	3,468 -5	-0.1%	-$353	0.09%	158
2021 Q2	$271K	Hold	3,473	–	–	0.1%	144
2021 Q1	$249K	Hold	3,473	–	–	0.1%	145
2020 Q4	$196K	Buy	3,473 +3	+0.1%	+$170	0.08%	157
2020 Q3	$150K	Buy	3,470 +237	+7%	+$10.3K	0.07%	169
2020 Q2	$190K	Buy	3,233 +34	+1%	+$2K	0.1%	143
2020 Q1	$145K	Sell	3,199 -367	-10%	-$16.6K	0.09%	155
2019 Q4	$334K	Sell	3,566 -8	-0.2%	-$749	0.17%	104
2019 Q3	$305K	Buy	3,574 +399	+13%	+$34K	0.17%	101
2019 Q2	$272K	Sell	3,175 -6	-0.2%	-$514	0.16%	111
2019 Q1	$270K	Buy	3,181 +6	+0.2%	+$509	0.16%	109
2018 Q4	$238K	Hold	3,175	–	–	0.15%	109
2018 Q3	$361K	Hold	3,175	–	–	0.24%	74
2018 Q2	$352K	Hold	3,175	–	–	0.24%	66
2018 Q1	$295K	Hold	3,175	–	–	0.21%	82
2017 Q4	$292K	Hold	3,175	–	–	0.21%	81
2017 Q3	$244K	Hold	3,175	–	–	0.19%	94
2017 Q2	$214K	Hold	3,175	–	–	0.17%	104
2017 Q1	$210K	Hold	3,175	–	–	0.18%	99
2016 Q4	$217K	Hold	3,175	–	–	0.19%	88
2016 Q3	$168K	Sell	3,175 -25	-0.8%	-$1.33K	0.15%	111
2016 Q2	$163K	Hold	3,200	–	–	0.15%	114
2016 Q1	$205K	Buy	+3,200	New	+$205K	0.19%	89